Research Magazine September 2010
Cover Story
Four Smart Moves to Boost Your Business Right Now
It's no secret that big opportunities often present themselves in periods of great uncertainty. But when times are challenging, as they are today, it can...
Features
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Professionalizing Your Practice
John M. Ludwig knew he couldn't be all things to all clients -- but, like a lot of advisors, he tried. Three years ago, he...
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Towers of Strength
In the aftermath of dreadful 2008 and 2009, staunch, stable clearing firms are not only being appreciated but touted by financial advisors to clients. Indeed, with...
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Space Commerce's New Dawn
Space, long dominated by military and civilian government agencies, is becoming the target of an intense commercial competition. Companies are racing to be at the...
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I Bought my First VA...Just in the Nick of Time
Even though I am at least 20 years away from retirement -- and lucky enough to be a member of a defined benefit pension plan...
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Man on a Mission
Brian Gaffney CEO, Allianz Global Investors Distributors; New York City What he's about: "I have a passion for seeing people who have been working their tails off...
Editor's Note
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Back to School
Federal Reserve Chairman Ben Bernanke was on to something when in recent Congressional testimony he said the "economic outlook remains unusually uncertain." The lack of...
News
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Seeking Sector Performance
With the stock market flat through much of 2010, more and more advisors are using sector investing strategies. Here's what they're banking on: If broader...
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Got Emerging Market Bonds?
It may have been a slow summer at the beach but it was a busy summer for many ETF providers as new exchange-traded products that...
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Leveraging Gas, Retail
Direxion Shares has introduced four bull and bear ETFs linked to natural gas and retail stocks. The bull leveraged funds aim for 200 percent of...
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Company Stock Equals Trouble
Do your clients own company stock within their 401(k) plan? If they do then there's a good chance they're taking more financial risk than they...
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Target-Date Funds in Focus
Morningstar has issued a series of target-date ratings and reports with data through the second quarter of 2010 for 20 of the largest target-date series...
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Another Good Month for Bonds
Inflows into bond and equity funds in June were $25.5 billion, according to the Financial Research Corporation of Boston. Close to half of these flows,...
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Morgan Stanley Still Dominates in FA Count; Merrill and UBS Lead in Fees, Assets per Rep
The number of Morgan Stanley financial advisors -- including those involved in the joint venture with Smith Barney -- fell by about 50 to 18,087...
Voices/Columnists
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Brace for Impact
Author's Note: As you read this article, you will see that within two years your life will change. To assist in your planning, I have...
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The Other Side
In last month's column, you may recall my bravado front regarding my upcoming cancer surgery. Hopefully, by the end of this article you'll realize that...
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Advisor or Confidant?
While on a late summer afternoon outing with my children, we suddenly came across an Apple Store in all its technological seduction and splendor. Upon...
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Bankrupting the State
All imperial expansions in history were driven by some form of ideology. An ideology mobilizes and focuses national energies, but it can also be extremely...
Investment Spotlight
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Biotech/Health Care: Growth Drivers
John T. Boris Citigroup Global Markets john.boris@citi.com 212-816-1635 The U.S. major pharmaceutical group is trading at 8.3x (times) 2011 estimated earnings per share (EPS), representing a 32 percent discount...
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Working Smarter: Engaging Prospects And Clients Through Social Media
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Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
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